![David L. Greth](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Prior to joining McGlinn, Dr. Greth was Research Director at Regis Securities and President of Independent Physician Investors, LLC.
He holds a Series 7 and 65 Securities licenses and spent many years providing consultation and quantitative market research to banks, brokerages and retirement programs throughout Ohio.
Dr. Greth received his undergraduate degree in Psychology from Albright College, his MA in Developmental Psychology and Quantitative Methodology from Temple University and his Ph.D.
from the Ohio State University, with a primary interest in statistics and research methodology.
Ehemalige bekannte Positionen von David L. Greth
| Unternehmen | Position | Ende |
|---|---|---|
McGlinn Capital Management, Inc.
 McGlinn Capital Management, Inc. Investment ManagersFinance McGlinn Capital Management manages accounts as a team, utilizing a top-down approach. Their equity process allocates assets to sectors that they perceive to have the greatest probability of outperforming the market as a whole and diminishes exposure to market sectors deemed either to be higher risk or lower reward. The firm then establishes target returns; and once achieved, they rotate assets elsewhere using the same process. McGlinn's client portfolios typically differ from the performance benchmark in terms of sector and industry weightings (e.g., S&P 500 and Russell 1000 Value indexes). Their equity process is comprised of three phases: top-down economic, business and financial. McGlinn's fixed income portfolios utilize a risk-adjusted, income-based approach that blends top-down and bottom-up fundamentals and analytical tools. The firm seeks to enhance value through fundamental analysis of financial and economic conditions. They also add value through duration and segment (overweight/underweight) calls, statistical analysis and centralized decision making. | Analyst-Equity | 02.08.2009 |
Ausbildung von David L. Greth
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
1
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
McGlinn Capital Management, Inc.
McGlinn Capital Management, Inc. Investment ManagersFinance McGlinn Capital Management manages accounts as a team, utilizing a top-down approach. Their equity process allocates assets to sectors that they perceive to have the greatest probability of outperforming the market as a whole and diminishes exposure to market sectors deemed either to be higher risk or lower reward. The firm then establishes target returns; and once achieved, they rotate assets elsewhere using the same process. McGlinn's client portfolios typically differ from the performance benchmark in terms of sector and industry weightings (e.g., S&P 500 and Russell 1000 Value indexes). Their equity process is comprised of three phases: top-down economic, business and financial. McGlinn's fixed income portfolios utilize a risk-adjusted, income-based approach that blends top-down and bottom-up fundamentals and analytical tools. The firm seeks to enhance value through fundamental analysis of financial and economic conditions. They also add value through duration and segment (overweight/underweight) calls, statistical analysis and centralized decision making. | Finance |
Albright College
 Albright College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Temple University (Pennsylvania)
 Temple University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
